See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 3-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,473 | $172,111-84.6% | $150,298-82.4% | $137,256-80.7% |
| Participation rate | 53.8% | 81.7%-27.9pp | 77.8%-23.9pp | 80.0%-26.1pp |
| Annual return | 22.91% | 69.37%-46.5pp | 62.79%-39.9pp | 220.34%-197.4pp |
| Employer contribution / active EE | $1,573 | $4,636-66.1% | $4,154-62.1% | $4,156-62.1% |
| Participant deferral / active EE | $3,627 | $6,166-41.2% | $5,453-33.5% | $6,407-43.4% |
| Admin fee / account holder | $480 | $16,471-97.1% | $14,116-96.6% | $12,270-96.1% |